My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data centers get built through satellite imagery and mapping hundreds of billions in capital flows. Our conversation explores the massive industri ... Show More
May 28
Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]
My guest today is Dan Loeb, the founder and CEO of Third Point. Dan started Third Point in 1995 with a few million dollars, and today the firm manages over 24 billion across equities, corporate and structured credit, venture, and insurance. He is best known for his activist work ... Show More
1h 3m
May 26
Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]
My guest today is Darren Farber, and this is his second appearance on the show. Darren is a Managing Partner of Albion River, a defense-focused investment firm and he previously served as a special advisor to the Deputy Under Secretary of Defense. We recorded this conversation in ... Show More
46m 19s
May 20
Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
My guest today is Gavin Baker, founding partner and CIO of Atreides Management, and this is our sixth conversation. The central theme is watts and wafers, the two physical constraints that in Gavin's view will dictate the next phase of AI. On power, he thinks the near-term shorta ... Show More
1h 16m
Apr 2025
Bret Taylor: A Vision for AI’s Next Frontier
What happens when one of the most legendary minds in tech delves deep into the real workings of modern AI? A 2-hour long masterclass that you don’t want to miss. Bret Taylor, current chairman of OpenAI, unpacks why AI is transforming software engineering forever, how founders can ... Show More
2h 8m
Sep 2025
AI's Next Frontier: Privacy-Preserving Neural Networks
Jimmy Secretan, CTO of JustWin, explores the latest innovations in privacy-preserving neural networks, and explains how JustWin is leveraging AI to help small businesses win government contracts. He also explores the future directions of AI, and the impact of AI on user autonomy ... Show More
36m 44s
Sep 2025
Is Google Now the AI Leader?
Google’s AI comeback is turning into something bigger. Today’s AI Daily Brief covers whether Google has taken the lead in the AI race, with multimodal breakthroughs, Gemini’s surge, and a huge antitrust win around Chrome. We also dig into Anthropic’s $13B raise at a stunning $183 ... Show More
29m 23s